Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Staples
Consumer Staples Merchandise Retail1.95%+0.78 ppSoft Drinks & Non-alcoholic Beverages1.07%-0.29 ppPackaged Foods & Meats0.40%-0.20 ppTobacco0.45%-0.09 ppHousehold Products0.32%-0.04 ppPersonal Care Products0.79%-0.03 ppFood Distributors0.07%-0.02 ppAgricultural Products & Services0.08%-0.01 ppFood Retail0.07%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.95%
Industry change · 12M
+0.78 pp
Consumer Staples Merchandise Retail · contribution
+0.775 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 2024 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Walmart → WMT | United States | $544.6bn | 1.021% | -0.324 pp | +0.695 pp | +31.1% | Yes |
| Costco → COST | United States | $376.8bn | 0.706% | -0.195 pp | +0.155 pp | +62.6% | No |
| Dollar General → DG | United States | $29.1bn | 0.055% | -0.041 pp | -0.032 pp | -20.8% | No |
| Dollar Tree → DLTR | United States | $22.9bn | 0.043% | -0.037 pp | -0.030 pp | -25.6% | No |
| Target Corporation → TGT | United States | $68.5bn | 0.128% | -0.099 pp | -0.012 pp | +16.0% | No |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.